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Post by peppy on Nov 7, 2024 21:03:07 GMT -5
Ofev (nintedanib) revenues $3.8 billion ....... if we can build a better mouse trap. FDA-approved Drugs for IPF Currently, two drugs are FDA-approved for treatment of idiopathic pulmonary fibrosis (IPF), which is the most common form of PF. These include nintedanib (Ofev®) and pirfenidone (Esbriet®). These medications are called anti-fibrotic agents, meaning that they have shown in clinical trials to slow down the rate of fibrosis or scarring in the lungs. These drugs are approved for patients with mild, moderate and severe IPF. OFEV® (nintedanib capsules), for oral use Gastrointestinal disorders: Diarrhea, nausea, and vomiting have occurred with OFEV. Treat patients at first signs with adequate hydration and antidiarrheal medicine (e.g., loperamide) or anti-emetics. Discontinue OFEV if severe diarrhea, nausea, or vomiting persists despite symptomatic treatment. (5.3) Gastrointestinal perforation has been reported. Use OFEV with caution when treating patients with recent abdominal surgery, previous history of diverticular disease or receiving concomitant corticosteroids or NSAIDs. Discontinue OFEV in patients who develop gastrointestinal perforation. Only use OFEV in patients with known risk of gastrointestinal perforation if the anticipated benefit outweighs the potential risk. (5.7) content.boehringer-ingelheim.com/DAM/b5d67da8-329b-4fa4-a732-af1e011fc0a5/ofev-us-pi.pdf |
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Post by peppy on Nov 6, 2024 19:53:31 GMT -5
That of which we are not to speak. "There's not much volume, but it is amusing to watch the bids and asks jumping around so wildly on the $MNKD option screens today - it will be interesting to see how things play out over the next few days and weeks (so stay tuned, eh? ;-) ). " stocktwits.com/NatesNotes/message/591470609  |
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Post by peppy on Nov 5, 2024 10:23:35 GMT -5
Dont think there is a real reason to hurry due to patent expiration in 2026. Especially if this is a II/III trial. Should shoot for late 2026 FDA approval. www.greyb.com/blog/ofev-patent-expiration/Composition of Matter US6762180B1 Expires on Apr 01, 2026 Speed matters. The last thing you want is a patent getting filed before you file for approval. As long as MNKD file for approval before any unexpected patent turns up in the Orange Book and extends the expiration date there is no issue. This is what LQDA did to UTHR over the ILD indication - LQDA filed before the UTHR patent was in the Orange Book. Thanks Aged, agedhippie , as long as you are here lurking, what can you tell me about the convertible bonds? If the call is $6.77, how high and MNKD share price go as we are waiting for the agreement timeframes to pass? Or questions that make sense to you....what can you tell me about the conversion process? |
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Post by peppy on Nov 1, 2024 13:37:36 GMT -5
"Total Tyvaso revenues grew by 33 percent to $433.8 million in the third quarter of 2024, compared to $325.8 million in the third quarter of 2023. This growth was primarily due to an increase in quantities sold, driven by the commercial launch of Tyvaso DPI in June 2022 and continued growth in commercial utilization by patients with pulmonary hypertension associated with interstitial lung disease and, to a lesser extent, price increases.
The growth in Tyvaso DPI revenues resulted primarily from an increase in quantities sold and, to a lesser extent, a price increase. The increase in Tyvaso DPI quantities sold was due to continued growth in the number of patients following the product’s launch and, to a lesser extent, increased commercial utilization following the implementation of the Part D redesign under the Inflation Reduction Act (IRA)." ir.unither.com/~/media/Files/U/United-Therapeutics-IR/documents/press-releases/2024/2024-10-30-uthr-3q24-earnings-release.pdf |
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Post by peppy on Nov 1, 2024 13:23:12 GMT -5
^ "revenue tied to improving manufacturing capacity" The money (from UTHR to MNKD) to pay for more and improved manufacturing equipment goes into deferred revenue. Deferred revenue is then "recognized" (added to C&S) over a long period of time. This category will not cause large short term variations in C&S. But manufacturing cost-per-unit can decrease as efficiencies result from improving the manufacturing process. So, with increasing units being sold yet at lower cost, the "cost of manufacture" component of C&S can go flat. But that is a separate category within C&S. UTHR reported an increase in the charged price of Tyvasso DPI on their earnings report. |
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Post by peppy on Oct 31, 2024 12:19:00 GMT -5
Schwab has Mannkind with an ETB (Easy to borrow) designation guess they want them to go all in. That sort of designation, or a low cost to borrow, tells you that the short position is small. If there really was an 83% short position shares would definitely not be easy to borrow! 240 million shares/ 100 % = 40 million short shares/ x 16.666666% |
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Post by peppy on Oct 30, 2024 11:49:15 GMT -5
83% short today. Most volume was at $7 in the morning. Bond holders shorting? They are going to get their asses handed to them. It is only Wednesday. |
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Post by peppy on Oct 30, 2024 6:02:44 GMT -5
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Post by peppy on Oct 29, 2024 19:29:30 GMT -5
Waiting for the press release that Mike sold more shares. Hope not Anyhow looking at Yahoo graphs seems a 1,4 m shares have been sold one shot 2 hours ago @ another 1.4 million at close.......... 27 days to cover. Short Interest 10/15/24: 42,944,562 (SP: $6.61) Days to cover: 27.72359 Short Interest 9/30/24: 42,475,627 (SP: $6.29) Change: 468,935 Weehaw |
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Post by peppy on Oct 28, 2024 16:12:56 GMT -5
Today is the first close above "130% of the conversion price." We would need nineteen more closes at this level or above over the next thirty days, for MNKD to be allowed to issue shares or pay cash to retire some or all of the convertible note Close above for 20 out of 30 trading days... *to end at the end of the month. Look at the set up. MNKD could end November above $6.77 for 20 out of 30 trading days. ""if the last reported sale price of the Company’s common stock, par value $0.01 per share, for at least 20 trading days (whether or not consecutive) during a period of 30 consecutive
trading days ending on, and including, the last trading day of the immediately preceding calendar quarter is greater than or equal to 130% of the conversion
price for the Senior convertible notes on each applicable trading day;" Must close above 6.76 on December 31st, also." |
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Post by peppy on Oct 23, 2024 15:55:52 GMT -5
Found the verbiage in the 10Q from this year. Best I can tell, we’re golden and can repurchase all the warrants without dilution if the stock price is above about $6.77 for a while after March 26. However, if the stock price were that high, the holders have the option to take shares. At least, I think. Man, I’ve read the fine print on many a legal document but they went above and beyond to make this language a blurry mess. I’ll read it a couple more times before I give up. I tried to copy it but I’m all thumbs. It’s page 19 of 77 from the 10Q this May. Clear as mud I knew who to ask for the help. I looked through your posts prior to see if you had given the information. |
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Post by peppy on Oct 23, 2024 12:45:44 GMT -5
The convertible bonds settlement. A worthy cause given the 40+million shares covered under the warrants. I’m hoping he can reduce that by half but any reduction would be welcomed. Question CORRECTED Radgray and all, help me out here, I tried to find it and failed. I swear I read something like the shares were prorated, it read something like, if settlement was $5.31 a share then, My point is, I got the impression right or wrong? that if MNKD was trading at $7.00 the number of shares to satisfy would be, the $5.31share price divided by $7.00 = .75 shares = number of shares? (or 5.31/$9.00 would mean less shares to settle?) Is that correct? Or did I misunderstand? |
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Post by peppy on Oct 23, 2024 11:26:56 GMT -5
I’m still curious. “Special projects” Binder did a great job figuring the value of Tre-T. What would be considered a special project for him now? The convertible bonds settlement. |
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Post by peppy on Oct 18, 2024 12:56:42 GMT -5
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Post by peppy on Oct 18, 2024 11:40:13 GMT -5
OK, thanks, I am hearing all the feedback and, again, I'm not trying to chase away members or eliminate threads. We are just asking not to expand the TA discussion into options here, and if folks need to have that discussion, I made a suggestion about where it would be more appropriate. Yeah, we are in it to win it this time. I have been here way to long, a tiger caught by the tail..... we had to look at everything. You know what I say. The whole world can see the price action on MNKD. First time I have ever asked in 8 years. |
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